Anic Equity¶
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Total return since start: 0.556 %¶
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Equity now: -----------------------------> 47537.14 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46142.29 Kr¶
PnL: ---------------------------------------> -746.28 Kr¶
DD now: ---------------------------------> -2.247 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 13:21:28.313687'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.250000 | 3166.800000 | 195.800000 | 6.590000 | 2971.000006 |
| HEBA B | 70 | -1.130000 | 2765.000000 | 129.000000 | 4.890000 | 2636.000010 |
| Corem Property Group B | 59 | -0.090000 | 657.260000 | 80.260000 | 13.910000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.830000 | 433.200000 | 78.200000 | 22.030000 | 355.000000 |
| HMS Networks | 2 | -1.230000 | 706.800000 | 33.800000 | 5.020000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.440000 | 261.840000 | 15.840000 | 6.440000 | 246.000000 |
| Eastnine | 4 | -0.630000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Midsona B | 63 | -1.250000 | 597.240000 | 14.240000 | 2.440000 | 582.999984 |
| Norva24 Group | 16 | -3.330000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| OEM International B | 7 | -1.400000 | 541.100000 | 13.100000 | 2.480000 | 527.999997 |
| Coor Service Management Hold. | 8 | 0.000000 | 544.400000 | 12.400000 | 2.330000 | 532.000000 |
| Resurs Holding | 22 | 0.410000 | 586.080000 | 12.080000 | 2.100000 | 573.999998 |
| Intrum | 4 | -0.410000 | 533.800000 | 6.800000 | 1.290000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.530000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Karnov Group | 9 | 1.530000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Creaspac SPAC | 6 | 0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Handelsbanken A | 5 | -1.930000 | 546.250000 | 0.250000 | 0.050000 | 546.000000 |
| AcadeMedia | 12 | 0.350000 | 556.800000 | -0.200000 | -0.040000 | 557.000004 |
| Essity B | 2 | -1.210000 | 573.000000 | -1.000000 | -0.170000 | 574.000000 |
| Essity A | 4 | -0.170000 | 1148.000000 | -1.000000 | -0.090000 | 1149.000000 |
| MedCap | 2 | -2.560000 | 419.000000 | -2.000000 | -0.480000 | 421.000000 |
| Nordea Bank Abp | 29 | -1.210000 | 3448.680000 | -5.320000 | -0.150000 | 3453.999992 |
| Swedbank A | 3 | -2.050000 | 558.450000 | -5.550000 | -0.980000 | 564.000000 |
| Securitas B | 6 | -0.630000 | 563.400000 | -6.600000 | -1.160000 | 570.000000 |
| CTEK | 13 | 1.090000 | 518.700000 | -15.300000 | -2.870000 | 533.999999 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| Boozt | 12 | -2.060000 | 1597.200000 | -56.800000 | -3.430000 | 1653.999996 |
| Vivesto | 1368 | -1.680000 | 544.190000 | -68.810000 | -11.230000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.760000 | 521.500000 | -73.070000 | -12.290000 | 594.565215 |
| SAAB B | 8 | -0.700000 | 3276.800000 | -100.200000 | -2.970000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -1.020000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| OX2 | 18 | -0.350000 | 1539.000000 | -125.000000 | -7.510000 | 1663.999992 |
| Axfood | 13 | -0.290000 | 3568.500000 | -187.500000 | -4.990000 | 3756.000001 |
| Fasadgruppen Group | 35 | -0.390000 | 3542.000000 | -269.000000 | -7.060000 | 3810.999990 |
| Ovzon | 52 | 0.690000 | 3047.200000 | -314.800000 | -9.360000 | 3361.999992 |
| TOTAL | 46142.290000 | -746.280000 | -2.24707% | 46888.564618 |
Updated:¶
'2023-01-13 13:21:40.742345'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
